Unified Managed Accounts offer a host of benefits to investment advisors and their end-clients. How can a Turnkey Asset Management Platform (TAMP) deepen the positive impact of UMAs on performance reporting, billing, and execution?
They may have been around since the 1990s, but Unified Managed...
Higher Valuations Are Possible By Adjusting Your Approach To Common Factors Such As Growth, Scalability, Tech, Repeatability And Younger Clients
by Brendan Falls, SVP Strategic Growth at GeoWealth
This article was originally published on Wealth Solutions Report.
Despite today’s macroeconomic...
A Turnkey Asset Management Platform – TAMP for short – can create opportunities for financial professionals to spend more time engaging clients.
But you may be asking yourself: What is a TAMP? Why should I use a TAMP? What benefits can a TAMP offer to an RIA? What does a TAMP cost?
Not all TAMPs...
There’s certainly no question that today’s advisors understand the importance of creating an exceptional client experience. And especially with investor emotions and concerns rising as a result of the inflation, rising interest rates, global unrest and pandemic uncertainty we’ve experienced over...
What’s in a brand? Might seem simple at first. But, your brand itself speaks volumes about YOU, and yet, when was the last time you thought about your company’s name, your logo, or even your overall identity?
At its core, a brand is defined as an identifying symbol, mark, logo, name, word, or...
Advisors know meeting the expectations of clients quickly, efficiently, and consistently might make the difference between retaining a customer or losing one. Partnering with a tech-forward solution like a TAMP can help you maintain a competitive edge and therefore grow your AUM faster and boost...
In a world where industry changes are measured in months rather than years, keeping pace with industry trends is a must for growing Registered Investment Advisors (RIAs). Not only will you need to offer a broad spectrum of investment choices and leverage a cutting-edge operating platform, but your...
